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CRM

Genipy and HubSpot

This integration is coming soon. Rep scorecards, lead routing, sales-to-CS handoffs and renewal lists that read your HubSpot deals and contacts, shared with your team on Genipy.

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About

What is HubSpot?

HubSpot is a customer platform built around a CRM. It holds your contacts, companies and deals, and its Hubs cover sales, marketing and customer service, with built-in AI features. Teams use Sales Hub to track deals through pipelines, follow up with prospects and watch reports and forecasts. It falls short when a team needs something specific: which reports and features you get depends on the plan, and screens or calculations unique to your team don’t always fit the standard views. A dedicated internal tool fills that gap while HubSpot stays the place where deals live.

Use cases

What you can do

  • Build a deal pipeline view for each team that shows open HubSpot deals by stage, owner and amount, laid out the way that team runs its weekly meeting.
  • Apply your own lead routing rules to new leads, so each one lands with the right rep by territory or company size, and managers can see why.
  • Hand off closed deals from sales to customer success with one screen that gathers the deal, the contacts and the promises made during the sale.
  • Publish a weekly activity scorecard for each rep, with calls, meetings and follow-ups side by side against the targets your manager set.
  • Track renewals by account and date, flag the ones with no next step, and give customer success a clear list to work from each week.

Setup

How it works

HubSpot stays where your deals and contacts live, and the tool works from that data. First, an admin connects your HubSpot account on Genipy’s Integrations page and picks the tools allowed to use that connection. Then you ask your AI for what you need, in plain language: “Build a weekly scorecard for my team that shows each rep’s calls, meetings and new deals from HubSpot, with a green or red mark against the targets I enter.” When it’s ready, you click Publish. Every version passes automatic checks before your team can open it. If a new version misbehaves, you roll back to the previous one in one click. Last step: invite your team by email each as a Viewer, Editor or Owner.

Questions

Genipy and HubSpot FAQ

What teams ask before they connect HubSpot. Can’t find yours? We’ll answer in a demo.

Who’s behind Genipy

  • Christopher LafayChristopher LafayCo-founder & CTO · Has been coding since he was 9.LinkedIn
  • Alexandre ReynalAlexandre ReynalCo-founder & CEO · Had the ideas but not the technical skills to build them.LinkedIn

They built Genipy so you can put your ideas to work securely, without writing code. Ask them anything in a 30-minute demo.

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01What can a team build with the HubSpot integration in Genipy?

Common ones are deal pipeline views for each team, lead routing by territory or company size, sales-to-customer-success handoff screens, weekly rep scorecards and renewal lists. Each is an internal tool you describe to your AI in plain language, then publish to your team with one click.

02Why use Genipy with HubSpot instead of HubSpot reports alone?

HubSpot stays the place where deals live, and the reports you get depend on your plan. Genipy covers what is specific to your team, like a routing rule, a scorecard against your own targets or a handoff checklist. You build it once and stop maintaining that logic in spreadsheets.

03Can a Genipy tool update HubSpot records, or only read them?

Both. A tool reads your contacts, companies and deals, and it can write changes back, like a new deal owner after routing, if you ask for that when you build it. Viewers use the tool; changing the tool takes an Editor or an Owner, and the server enforces each role.

04Where does the data live when a tool uses HubSpot?

Contacts, companies and deals stay in HubSpot. A tool can also keep its own data in its own database, alongside what it reads from HubSpot, such as your targets, routing rules or handoff notes. HubSpot remains the record of the deal itself.

05How do we connect HubSpot to Genipy?

Your workspace admin does it once: open Genipy’s Integrations page and connect the HubSpot account. Genipy checks the access with HubSpot before it saves the connection, and the admin picks which tools can use it. Genipy gives your AI the setup link.

06Who can see our contacts and deals in a Genipy tool?

Nobody outside your invite list. Every tool starts private, and you add people by email each as a Viewer, Editor or Owner. HubSpot credentials are stored encrypted and never appear in the tool’s code or to its users. A published tool reaches HubSpot only through Genipy, and removing its access blocks its next calls right away.

07Do HubSpot user permissions still apply to the people using a tool?

No, Genipy roles are separate from HubSpot ones. HubSpot lets admins limit each user to all records, their team’s records or only their own, and those settings apply to people working in HubSpot itself. In Genipy, you decide who sees a tool by inviting them by email and giving each a role. We recommend connecting a dedicated integration user with only the permissions your tools need.

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